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Chief Investment Navigator | NYC Wealth Manager Jim Jeffery, CFA

Jim Jeffery is founder and principal of New York-based Jeffery Asset Management.

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Chief Investment Navigator | NYC Wealth Manager Jim Jeffery, CFA | chiefinvestmentnavigator.com Reviews
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Jim Jeffery is founder and principal of New York-based Jeffery Asset Management.
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2 bonds
3 ccrc
4 ccrc investing
5 investment consultants
6 risk budgeting
7 risk management
8 senior living finance
9 senior living investing
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Chief Investment Navigator | NYC Wealth Manager Jim Jeffery, CFA | chiefinvestmentnavigator.com Reviews

https://chiefinvestmentnavigator.com

Jim Jeffery is founder and principal of New York-based Jeffery Asset Management.

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Senior Living Finance | Chief Investment Navigator |

https://www.chiefinvestmentnavigator.com/category/senior-living-finance

NYC Wealth Manager Jim Jeffery, CFA. Have a Financial Question? Archive Senior Living Finance. RSS feed for this section. A Few Thoughts on Brexit. Jim Jeffery, CFA. June 28, 2016. Macro The Big Picture. Comments { 0 }. Bond Market Liquidity Concerns. Jim Jeffery, CFA. February 16, 2016. Evaluation of Investment Managers/Funds. The Hunt for Yield. Comments { 1 }. Senior Living Investment Database. Jim Jeffery, CFA. December 8, 2015. The Hunt for Yield. We have been building a database on senior living in...

2

Chief Investment Navigator | NYC Wealth Manager Jim Jeffery, CFA - Part 2

https://www.chiefinvestmentnavigator.com/page/2

NYC Wealth Manager Jim Jeffery, CFA. Have a Financial Question? Trouble in Paradise For Municipal High Yield Issuers. Jim Jeffery, CFA. September 19, 2013. Comments { 0 }. Jim Jeffery, CFA. May 23, 2013. Macro The Big Picture. The Hunt for Yield. Comments { 0 }. What Happened to Active Management? Jim Jeffery, CFA. May 16, 2013. Evaluation of Investment Managers/Funds. Macro The Big Picture. The Hunt for Yield. What Happened to Active Management? There is a long running argument between proponents of act...

3

Asset Allocation Insights | Chief Investment Navigator |

https://www.chiefinvestmentnavigator.com/category/asset-allocation-insights

NYC Wealth Manager Jim Jeffery, CFA. Have a Financial Question? Archive Asset Allocation Insights. RSS feed for this section. A Few Thoughts on Brexit. Jim Jeffery, CFA. June 28, 2016. Macro The Big Picture. Comments { 0 }. Senior Living Investment Database. Jim Jeffery, CFA. December 8, 2015. The Hunt for Yield. Comments { 0 }. A Word on Investment Committees. Jim Jeffery, CFA. November 19, 2015. Evaluation of Investment Managers/Funds. The Hunt for Yield. A Word on Investment Committees We were recentl...

4

Evaluation of Investment Managers/Funds | Chief Investment Navigator |

https://www.chiefinvestmentnavigator.com/category/evaluation-of-investment-managers-funds

NYC Wealth Manager Jim Jeffery, CFA. Have a Financial Question? Archive Evaluation of Investment Managers/Funds. RSS feed for this section. Bond Market Liquidity Concerns. Jim Jeffery, CFA. February 16, 2016. Evaluation of Investment Managers/Funds. The Hunt for Yield. Comments { 1 }. A Word on Investment Committees. Jim Jeffery, CFA. November 19, 2015. Evaluation of Investment Managers/Funds. The Hunt for Yield. Comments { 0 }. Jim Jeffery Joins Solaris Advisors, LLC. Jim Jeffery, CFA. September 24, 2015.

5

How Smart is Your Index? | Chief Investment Navigator |

https://www.chiefinvestmentnavigator.com/how-smart-is-your-index

NYC Wealth Manager Jim Jeffery, CFA. Have a Financial Question? How Smart is Your Index? Jim Jeffery, CFA. March 20, 2014. Evaluation of Investment Managers/Funds. How Smart is Your Index? A while back, we looked at some of the alternative arguments for active and passive investing. Why pay high fees to an active manager when the average manager doesn’t beat his benchmark? Hint; find a top quartile manager! This research highlights 2 important things for traditional index investors. First, index fund...

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Chief Investment Navigator | NYC Wealth Manager Jim Jeffery, CFA

NYC Wealth Manager Jim Jeffery, CFA. Have a Financial Question? Jim Jeffery, CFA. July 5, 2012. After more than 10 years of advising, managing and consulting on investment and financial matters, I have decided to take the plunge into the world of social media and blogging. You may wonder why an incredibly busy person would choose to start a blog, an undertaking that demands serious time and attention. Indeed, I have […]. Comments { 0 }. Revisiting Cash Management for Non-Profits. Jim Jeffery, CFA. Asset ...

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